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2016-12-02 12:22 | Report Abuse
I bought 300lot at 0.75. Plan to increase to 1000lot if durian runtuh to 0.73. Plan to sell after all 4 units generator fire up. Revised target price for 2018 to RM2.50 after 400523 sharing so many useful information with us.
2016-12-02 10:46 | Report Abuse
I am pleased to see 400523 stay here because always provides useful information to us : India coal plant still have 18 to 20 percent profit, India local coal supply enough until 2022, proposed to cancel 4 power plants project ( less competition ), shut down 20 percent old power plants because of old technologies and lack of efficiency, coal power tariff is 38sen per kw, India power plants running capacity at 62 percent.
After gather these information, I can calculate revenue for RKM Unit 1 much more accurately : Revenue = 360000KW/hour*RM0.38*24hours*365days*0.6(60percent capacity) = RM719mil
PROFIT = 719mil*0.18(18percent) = 129mil
When all 4 units running, PBT for Mudajya is
= 129mil*4*0.26( 26 percent share)
= 134mil per annum
Once again, thanks to 400523 to provide all these useful information.
2016-12-01 22:33 | Report Abuse
I use Google Search to find out that India coal power tariff is over 30sen per kw. That means revenue for Unit1 is 360000*rm0.3*24hrs*30days*9mths( 3mths for maintenance n not running at full Capacity) = 700mil
2016-12-01 21:46 | Report Abuse
Before next QR out, may be unit 1 already fire up and share price will break RM1. Last time announcement made for COD of Unit1 n Unit2, share price shot up to RM1.50.
2016-12-01 21:28 | Report Abuse
New power tarrif under revised PPA means both side already agree with new power selling price pending for approval. This deal involved billions of money, so need time to make final approval.
2016-12-01 20:43 | Report Abuse
After deduct 44mil disposal gain of Sooka Sentral, where got profit? If you refer back to last 2 years QR, this company profit mostly from the disposal of old asset.
2016-12-01 15:57 | Report Abuse
As a investor, we should not rely merely on an analyst report. Why cimb analyst can provide clear Information about the India plant condition while others can't ? Cool eye said uncovering gems in undervalued market can bring you huge profits. If you wait until analyst recommend to you which counter is good, the profit you gain is limited because too late already.
2016-12-01 15:35 | Report Abuse
Almost all power plants become fat cat, none of them bankrupt. In worst case, mudajya can get back invested money plus moderate profit margin and moderate fat cat.
2016-12-01 15:26 | Report Abuse
Don't jump from the train or boat, buy ticket quickly before too.late. Target price is RM1.5 for end of 2017 and RM2 for2018.
2016-12-01 15:14 | Report Abuse
Learn from Fairfax, buy more when the price is cheap. I think Fairfax average price is more than RM1. This company is looking for long term profit and patience enough to wait for handsome reward.
2016-12-01 14:55 | Report Abuse
According to cimb report, new tariff approval is delayed not the power plant got problems. So everything is clear now, the only question is how much profit contribute by RKM. I think no power plant will selling at price below 15sen per kw. So we can see some profit from India next financial year. So this is the last call for the last train to Busan.
2016-12-01 11:44 | Report Abuse
Smaller profit means no lose money, at least can get back the money invested in RKM. so mudajya share price at least worth RM1.50. Am I right?
2016-12-01 11:27 | Report Abuse
This not end of the world. Power plant value always there, now is time to negotiate electricity selling price half sen by half sen because half sen means 10mil per annum for unit 1 only. Happy go lucky and India movie "3 idiots" said everything is well then everything will be going well. Don't always scare yourself and make you lose money.
2016-12-01 00:17 | Report Abuse
The chances of power plant bankrupt is almost zero. So be happy, don't worry too much.
2016-12-01 00:12 | Report Abuse
When everything is clear, you will never get this price forever.
2016-12-01 00:03 | Report Abuse
No fish in clear water. How to catch ikan bilis? Power plant is not built for main-main because it involves billions of money. No risk no gain.
2016-11-30 23:25 | Report Abuse
if everything's clear, big sharks where got chance to buy cheap? Any power plant in India or in the world bankrupt?
2016-11-30 19:45 | Report Abuse
mudajya can get net profit 70mil to 80mil per annum already deduct interest and depreciation. I think big sharks are purposely press down share price so they can make profit from ikan bilis hard earn money.
2016-11-30 18:47 | Report Abuse
When everyone scare, you have good chance to buy cheap. Canada insurer still keep their share not because they are stupid but they are good in calculation and patience.
2016-11-30 18:42 | Report Abuse
1kw earn 10 sen. 360MV = rm 36000/hour. 1mth=25mil. 1year = 300mil for unit 1 only. So don't sell until all the 4 units fire up, handsome reward is waiting ahead.
2016-11-29 10:52 | Report Abuse
Thank you Kevin5059 for your kindness information.
2016-10-20 17:56 | Report Abuse
Another diamond is going to shine soon is scable. It's cash generator is ready in early 2017.
2016-10-20 17:40 | Report Abuse
Investment is looking for diamond before it shine .
2016-10-20 17:35 | Report Abuse
Cash machine starts running next year.
2016-10-20 14:44 | Report Abuse
After listing in Singapore, it will become diamond.
2016-10-20 14:37 | Report Abuse
When tenaga drop to rm5, I told people gold drop from sky.Now I think pworth is like silver drop from sky.
2016-10-20 14:25 | Report Abuse
In 80years, pworth has no more timber supply problem . Also save 9mil borrowing cost per annum. Future profit is estimated over 20mil per year.
2016-10-20 14:13 | Report Abuse
Simple calculation. Only rm2500+/hektar. This counter will fly in future.
Stock: [MUDAJYA]: MUDAJAYA GROUP BHD
2016-12-02 15:50 | Report Abuse
I am waiting durian runtuh. Don't let me wait too long until my neck become longer.